See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,974 | $95,453+39.3% | $112,040+18.7% | $82,448+61.3% |
| Participation rate | 94.8% | 72.8%+22.1pp | 76.5%+18.3pp | 68.1%+26.8pp |
| Annual return | 14.34% | 23.92%-9.6pp | 24.52%-10.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,289 | $4,224+119.9% | $5,098+82.2% | $4,139+124.4% |
| Admin fee / account holder | $6,944 | $9,013-23.0% | $12,098-42.6% | $7,234-4.0% |